Enjoy these brief videos outlining important investing concepts related to your retirement preparation. They are fun, educational, engaging and packed with lots of tips to assist you in taking the next steps today.
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Learn the basic elements of investing and how to develop an asset allocation that fits your needs.
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Pete illustrates how asset allocation and diversification may impact your investments.
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Pete defines various types of investments and what the classes mean.
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Emily asks Pete the Planner what the difference is between stocks and bonds, and what to know about diversifying.
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Pete describes how index investments work in comparison to the stock market.
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Pete the Planner reviews the pros and cons of investing in an annuity.
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Pete the Planner discusses things to take into account from a risk standpoint when nearing retirement.
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Pete the Planner answers what to know about Target Date funds.
Interactive calculators will help you take an active role in your learning and will assist you in developing a proactive plan today to achieve your goals tomorrow.
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Your risk tolerance effects how you allocate your retirement assets.
This calculator contains content that is best viewed in landscape orientation. We suggest rotating your device so it is longer than it is tall.
What type of investor are you?
As an investor, you want to find a balance between financial stability and potential asset growth — a balance that makes you comfortable with how you allocate your assets. Most investors fall into one of five types, depending on how much they value stability over growth. Get a feel for your financial risk tolerance when you answer these questions.
What type of investor are you?
Your answers indicate that a retirement portfolio similar to this may suit your investment type.
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This calculator can be used regularly to confirm that your retirement strategy is aligned with your retirement goals.
These podcasts from Pete the Planner go into a bit more detail on the relevant topics related to retirement preparation. Listen to them online now or download them to listen to later. Make today the day you take action to make a difference for your tomorrow.
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In this episode, Pete the Planner discusses ways the government effects our investing with Kathryn Hudspeth, Vice President of Equities.
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In this episode Pete reviews the spectrum of investor styles.
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Pete the Planner explains what target date funds are with help from Terry Burns, Assistant Vice President of Product and Investments.
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Our tutorials and icharts have been designed to provide a more interactive experience, making these a great choice for our holistic learners. View and listen at the same time as these tools touch on topics critical to your retirement preparation.
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The quarterly market update helps you understand what’s happening in the markets.
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Find out about growth and value investing strategies and how the two can be incorporated into a diversified portfolio.
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When preparing for retirement, you need to be aware of the impact that investment volatility can have on your income‐producing assets.
All the guides and articles here are jam-packed with ideas on sound investing, market volatility and other retirement topics that are relevant to your planning. Take the time to read these short topical articles, and then take the next steps to achieve your goals.
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Confidence in your investment strategy will help you keep calm in times of economic uncertainty.
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Diversification can help you achieve both stability and growth, moving you closer to your retirement goals.
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Understanding the typical investment option summary or overview can help you compare your options.
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Understanding how the different investments types work can help you develop an effective investment strategy.
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Understanding risk and return, how it varies and how inflation factors in is key to a sound investment strategy.
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